Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. To qualify for tax-free treatment under IRC Section 368 , attention to detail is essential.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Harness Wealth

FEBRUARY 27, 2023

In a cash purchase situation, the equity simply converts to cash and you owe taxes on the gains you made. That’s because Qualified Small Business Stock (QSBS) allows founders to exclude the greater of $10 million or 10 times your tax basis from being taxed.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. It’s part of their own tax planning. What’s the valuation?

Management 130

Management Investments Investing Government 130

Brown Advisory

AUGUST 1, 2019

In this brief, we will review the mechanics of traditional and Roth IRAs, the rules concerning Roth conversions, and when it makes sense for families to consider a Roth conversion as a part of their legacy plans. Paying tax now instead of later goes against the grain of conventional tax planning.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

In this brief, we will review the mechanics of traditional and Roth IRAs, the rules concerning Roth conversions, and when it makes sense for families to consider a Roth conversion as a part of their legacy plans. Paying tax now instead of later goes against the grain of conventional tax planning. Background.

Planning 52

Planning Distribution Taxes Accounting 52